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Private Client Specialist I-Foxborough, MA/Greenville, SC

3 months ago

Foxboro, United States TD Bank Full time

Work Location: Foxborough, Massachusetts Hours: 40 Pay Details: $25.00 - $40.25 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. The included salary range for this role takes into account multiple factors that are considered in making compensation decisions. The base pay actually offered may vary based upon candidate's skills and experience, job-related knowledge, licensure and certifications, geographic location, and other specific business and organizational needs. As TD puts career development at the forefront of our colleague experience, it is not typical for an individual to be hired at or near the top of the range for their role. As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role. Line of Business: TD Wealth Job Description: The Private Client Specialist will act as a high-touch point of client contact accountable to serve the unique and complex needs of clients in the high net worth segment. They will serve as the central point of contact for HNW clients across banking, lending and High Net Worth Investing with expertise in banking and lending. Partner with Relationship Managers, Investment Advisors and Trust Advisors to provide proactive client service to achieve greater share of wallet. The Private Client Service Associate will support other team members (Relationship Managers, Trust Advisors or Investment Advisors) and provide consistent and accurate administrative, analytical and service support. Depth & Scope: Demonstrates a commitment to being customer-centric by ensuring a legendary service is provided during every customer interaction to maximize retention and growth Ensures all NEW clients receive the complete onboarding experience, which includes; A thorough client discovery leading to a truly exceptional Private Client Experience, An introduction to the IA and TA as per client need, and the completion of all requisite client profiling documents Incumbents in this role will actively be working on technical skills with an eye toward advancing to a more senior role within TD Wealth Will handle complex financial transactions where products and services are highly competitive May act as a subject matter expert to Client Associate team Ensures those existing clients, where it would add value, are provided with a Private Client Planning Experience Assists in maximizing client profitability for all customers and in ensuring the minimum required threshold is met/exceeded with each client/household Develops and maintains an understanding of pricing models/concepts and applies them effectively Supports the Private Banking team in identifying business opportunities amongst existing customers Monitors and controls the portfolio, and provides feedback to the team on any accounts that are outside guidelines and/or assigned limits and conditions Serves as the primary point of contact for TD Wealth client relationships; manages all aspects of the clients relationships with TD Bank Executes a differentiated service model/experience for HNW clients Deepen wallet share by anticipating client needs and suggesting the most appropriate banking, lending and/or investment solutions Maximizes profitability, while ensuring the client receives an exceptional client experience Leverages and coordinates specialists (Trust and Estate) to provide interdisciplinary expertise for our most complex clients Identifies opportunities within your portfolio and network to refer business to Retail, Commercial and Wealth Partners Executes in a manner that is compliant with regulations, policies and procedures Adheres to all federal, state, SRO regulations and Firm policies related to all business activities. (e.g. OCC, SEC, FINRA etc.) Ensures all Continuing Education requirements are attained Responsible for understanding and adhering to TD Wealth AML/ATF Policies and Procedures Responsible for implementing TDs Customer Identification Program (CIP) by collecting and verifying required customer identification information, and performing other Customer Due Diligence and Enhanced Due Diligence Requirements as outlined in the Business Unit AML procedures Transitions lower threshold clients to appropriate Wealth Partners, as needed, to ensure capacity for target market clients Contributes to a positive and constructive work environment with a focus on supporting the overall Wealth team Contributes individually and as a team member, to ensure strong performance, collaboration and enthusiasm that sets TD Wealth apart from our competitors Represents TD Wealth to the general public in a professional manner Be involved in your community and support TDBG charity and community initiatives Ensures service to external clients and/or internal clients reflects TDBG standards and guiding principles Through proactive communication (verbal/written), supports the assigned team members in meeting service commitments to clients Provides consistent and accurate administrative support to assigned team member including filing, report generation, presentation material, written proposals and spreadsheet reporting May act as secondary contact for client relationships with regards to account maintenance, portfolio information and cash transfers Efficiently manages and promptly responds to all incoming enquiries/requests for information independently/or directs to appropriate person or area Delivers operational excellence Completes all applicable specialized training Works independently with minimal supervision Performs necessary duties to assist assigned team members with all aspects of account administration, retention, specialized services and other responsibilities in accordance within wealth management area of specialization Maintains various databases and computer systems by entering transactional and other data, updating information as necessary and ensuring data accuracy; creates reports summarizing information as required Coordinates information flow among internal departments, Clients and others as necessary, communicating procedural and administrative information; forwards and obtains required documents and information as required May resolve more difficult Client issues, problems, and requests Guides and directs others as necessary; acts as a specialist resource to support all wealth management areas Keeps others on the team informed about status of account administration, retention and projects Completes assigned administrative/Client service tasks within policy and operating procedures Identifies opportunities to make referrals to internal business partners Identifies and recommends technological/process improvements which may improve overall productivity and Client satisfaction Education & Experience: Associates degree and/or Bachelors degree. 2 Years of related experience (preferably in the financial industry). Series 7, 63/65 or 66 registrations required; if hired without licenses, candidate will need to acquire within a defined period outlined at time of hire. Knowledge of investments, banking and credit products preferred. A self starter, ability to work with minimal supervision. Ability to excel at administration and be exceptionally well organized Demonstrates considerable initiative in providing a high level of organization Experience in professional services and with working with affluent clients is required. Knowledge of MS Word, Excel, PowerPoint and working with Contact Management databases is essential. Possess a reasonable knowledge of investments, and has the ability to generate reports pertinent to the management of client investment portfolios; however, prefers to focus on administration in a support role Demonstrates ability to manage multiple responsibilities and timelines Proven track record of delivering results and executing with excellence Excellent written and verbal communication skills Criminal and financial background investigation is required pursuant to FINRA Rule 3010(e) and successor regulations OCC Language: This position falls within the definition of Loan Originator as defined under Regulation Z of the Truth in Lending Act, 12 CFR Part 1026.36; and the definition of Mortgage Loan Originator as defined under the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act), 12 U.S.C. 5102 et seq., and its implementing regulations, 12 CFR Part 1007; and is with a FINRA member, broker or dealer and is subject to the requirements of FINRA and Securities Laws. May (or may not) be a registered position under FINRA. Must be eligible for employment with a covered financial institution under the standards established by Regulation Z of the Truth in Lending Act, 12 CFR Part 1026.36. Must be eligible for registration as a registered mortgage loan originator with the NMLS (Nationwide Mortgage Licensing System and Registry) in accordance with the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act), 12 U.S.C. 5102 et seq., and its implementing regulations, 12 CFR Part 1007. Must be eligible for employment under standards established by FINRA. Subject to the investigation and verification requirements of FINRA Rule 3110(e), including: the Firm's obligation to investigate the good character, business reputation, qualifications and experience of an applicant for registration before applying to register the applicant with FINRA and filing the applicant's Form U4 with the CRD, and before representing on the applicant's Form U4 that it has conducted this investigation and verified the accuracy and completeness of the information contained in the applicant's Form U4; and the Firm's obligation to verify the accuracy and completeness of the information contained on the applicants Form U4, no later than 30 calendar days after the Form U4 is filed with FINRA. Satisfactory results on a criminal background check, credit report check, civil litigation search, and regulatory agency or self-regulatory organization enforcement action search, and statements/certification from job applicant regarding administrative, civil, or criminal findings by any government agency/authority or self-regulatory organization, are required by federal law for this position. Physical Requirements: Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100% Domestic Travel Occasional International Travel Never Performing sedentary work Continuous Performing multiple tasks Continuous Operating standard office equipment - Continuous Responding quickly to sounds Occasional Sitting Continuous Standing Occasional Walking Occasional Moving safely in confined spaces Occasional Lifting/Carrying (under 25 lbs.) Occasional Lifting/Carrying (over 25 lbs.) Never Squatting Occasional Bending Occasional Kneeling Never Crawling Never Climbing Never Reaching overhead Never Reaching forward Occasional Pushing Never Pulling Never Twisting Never Concentrating for long periods of time Continuous Applying common sense to deal with problems involving standardized situations Continuous Reading, writing and comprehending instructions Continuous Adding, subtracting, multiplying and dividing Continuous The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes. Who We Are: TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues. TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether youve got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, were here to support you towards your goals. As an organization, we keep growing and so will you. Our Total Rewards Package Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more Additional Information: Were delighted that youre considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, were committed to providing the support our colleagues need to thrive both at work and at home. Colleague Development If youre interested in a specific career path or are looking to build certain skills, we want to help you succeed. Youll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD and were committed to helping you identify opportunities that support your goals. Training & Onboarding We will provide training and onboarding sessions to ensure that youve got everything you need to succeed in your new role. Interview Process Well reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call. Accommodation If you are an applicant with a disability and need accommodations to complete the application process, email the TD Bank US Workplace Accommodations Program at USWAPTDOtd.com . Include your full name, best way to reach you, and the accommodation needed to assist you with the application process. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.